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Quarterly Webcast Series: Journey towards operational excellence in the family office

May 16 @ 1:00 pm - 2:00 pm EDT

RSM CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


Series overview

Family offices are asking: Does our current operating model provide the transparency and efficiency we need today while still being flexible enough for tomorrow?

The forces of change impacting the family office are complex, raising concerns about whether the organization can react, adapt and continue to support the family goals.

RSM US LLP is pleased to offer a four-part webcast series centered on operational excellence in the family office. This complimentary CPE-qualified program will provide unique insights and strategies to help family offices adapt and plan for long-term impacts. Watch the recording of our first session and register for the remaining three sessions today!

Session 2: Operational excellence for the family office: Empower high-performance teams to deliver consistent results
Tuesday, May 16, 2023, at 1 p.m. ET

Learning objectives

By the end of this presentation, participants will be able to:

  • Explain key talent trends impacting family offices
  • Describe important factors family offices face when hiring and retaining talent
  • Compare differences and benefits of both insourcing v. outsourcing for a family office

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study:   Specialized Knowledge and Applications | CPE: 1.0 credits per webcast

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